Purchases and Sales Made in Q4 2023 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.91MNew |
$80.7M - $83.3M
|
2.91M
$92.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.87MNew |
$79.6M - $82.1M
|
2.87M
$91.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
393K+ 43.24% |
$10.9M - $11.2M
|
1.3M
$41.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
333KNew |
$9.23M - $9.53M
|
333K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
329K+ 551.75% |
$9.1M - $9.39M
|
388K
$12.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
232K+ 276.17% |
$6.41M - $6.62M
|
315K
$10M
|
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
189KNew |
$5.23M - $5.4M
|
189K
$6.01M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
103K+ 41.18% |
$2.84M - $2.93M
|
352K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
86.5K+ 108.95% |
$2.39M - $2.47M
|
166K
$5.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
71.4K+ 40.71% |
$1.98M - $2.04M
|
247K
$7.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
69.8K+ 10.52% |
$1.93M - $1.99M
|
733K
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.1K+ 85.77% |
$1.77M - $1.83M
|
139K
$4.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6KNew |
$1.4M - $1.45M
|
50.6K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
43K+ 11.63% |
$1.19M - $1.23M
|
413K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
38.9KNew |
$1.08M - $1.11M
|
38.9K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$930K - $960K
|
33.6K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
32.3K+ 17.12% |
$893K - $922K
|
221K
$7.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.6K+ 84.41% |
$875K - $903K
|
69.1K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29.2KNew |
$809K - $835K
|
29.2K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8KNew |
$797K - $822K
|
28.8K
$915K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
27K+ 7.78% |
$748K - $772K
|
374K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.7KNew |
$684K - $706K
|
24.7K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22.6K+ 7.54% |
$625K - $645K
|
322K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
22.3K+ 63.74% |
$618K - $638K
|
57.4K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.5K+ 123.83% |
$595K - $614K
|
38.9K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.2K+ 12.94% |
$561K - $578K
|
177K
$5.62M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
20.1KNew |
$558K - $576K
|
20.1K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 6.59% |
$486K - $501K
|
284K
$9.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
15.1KNew |
$419K - $433K
|
15.1K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.9KNew |
$330K - $341K
|
11.9K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$308K - $318K
|
11.1K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11KNew |
$304K - $314K
|
11K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9K+ 28.42% |
$302K - $312K
|
49.3K
$1.57M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.7K+ 32.21% |
$296K - $305K
|
43.8K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.65KNew |
$267K - $276K
|
9.65K
$307K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.45KNew |
$262K - $270K
|
9.45K
$300K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.44KNew |
$261K - $270K
|
9.44K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.9K+ 12.8% |
$246K - $254K
|
78.4K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.17KNew |
$226K - $233K
|
8.17K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.71K+ 29.79% |
$214K - $220K
|
33.6K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.16KNew |
$198K - $204K
|
7.16K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.9K+ 8.5% |
$163K - $168K
|
75.3K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.23KNew |
$145K - $149K
|
5.23K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.43KNew |
$123K - $127K
|
4.43K
$141K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.88K+ 50.71% |
$107K - $111K
|
11.5K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.07K+ 11.65% |
$85.1K - $87.8K
|
29.4K
$936K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 19.95% |
$76.2K - $78.6K
|
16.5K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.36K+ 1.94% |
$65.3K - $67.4K
|
124K
$3.95M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.7K+ 2.61% |
$47.1K - $48.6K
|
66.8K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.48KNew |
$41K - $42.3K
|
1.48K
$47K
|